Dual screening decisions for other users bulk action not available for admin/owners#556

In the screening bulk actions for dual screening, it says that admins can change screening decisions for other users, but that option isn’t available to owners or admins of the nest. Tested it with owners/admins of the organization and of the individual nest. We don’t have a lot of reasons to use the feature at the moment, just flagging as something the bulk action info says is possible that doesn’t show up!

One reason we would want to use the feature is for projects with dual robot-assisted abstract screening + one pass full text screening (time/cost compromise between full dual screening and single screening), an easy way to handle that is to have one user bulk exclude all advanced studies as a reviewer, so that each study is only shown to one other person. It’s more convenient to use someone who’s not doing screening work for that so that the active users get shown the studies for the “second” review. We’ve done this by just have a user that’s not working on the nest come in and use their own account, but if it’s possible for an admin working on the project to do it instead, that is more convenient.

Thanks!

Thanks Erin! I think our explainer text is probably unclear here– as an Admin or Owner, you CAN Unscreen records on behalf of another person, but can’t Include or Exclude. This is to try to keep our audit records straight; if you want to override someone else, it’s better to Unscreen their decision, then add YOUR decision. It’s two steps rather than one, but it ensures that the bulk screening of the new records are attributed to you. See this screenshot– I’m able to Unscreen at the reviewer level on behalf of any user as long as I’m an Admin in a nest.

Reading the hover text, I find this confusing for sure, we may want to be clearer on what actions are available. Then, for your use case– it might be most appropriate to let you attribute these bulk decisions at the FT level in some way, but we’d probably avoid having you attribute them to another user just for keeping a good audit record. I’d say ‘attribute to Robot’ but that’s not quite correct either… worth some thought!

Thanks for the clarification! It makes sense to me to just have access to unscreening for record keeping, just clarifying the hover text to specify unscreening only would be helpful. We can definitely keep using our work around for our use case, which is rare anyway. Another way around it would be to allow toggling dual screening on and off by stage for two pass screening, but I don’t know if that’s more complicated in the underlying settings. Thanks!

I’ll bring up that suggestion, it definitely has complications but I understand your goals!